Chris Clemens
Haven Tower Group, LLC
424.317.4850
cclemens@haventower.com
News
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Securities America Welcomes Nebraska-Based Producer Group with Five Advisors
September 17, 2019 | Announcements
Securities America welcomes Nebraska-based advisors Dwain Owens, CLU®, ChFC®, and Tyson Owens, Owens Wealth Advisors, Columbus; Bruce Johnson, Valentine; Terry Norris, LUTCF®, Columbus; and Dan Zentner, Cedar Rapids.
The producer group’s five advisors collectively represent 100 years of financial services experience and $83 million in total client assets. We’re excited to partner with these advisors in growing, perfecting and protecting their businesses and providing their clients with the best possible service!
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Securities America Welcomes Dash Capital Advisors
September 10, 2019 | Announcements
Securities America is pleased to welcome the advisors of Dash Capital Advisors. The Victor, New York, firm is comprised of five financial advisors, including co-owners Nathan Elvers, CLU®, Matthew Piaseczny, ChFC®, RICP®, and Mark Temperato, CLU®, ChFC®, RICP®, and junior partners Adam Ambielli, ChFC®, and Steven Lesko.
The next-generation firm employs a collaborative, team-approach, bringing a wealth of expertise, education and life experience to financial planning for their clients. The advisors are affiliating with Securities America through Super OSJ Evolution Financial, also of Victor, New York. We’re excited to have them with us and look forward to helping them grow, perfect and protect their practice!
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Securities America Named Finalist in Thought Leadership in 2019 Industry Awards
September 10, 2019 | Media Mentions
In September 2018, the inaugural Securities America NxG Conference for next-gen advisors – billed as “not-your-parents’ conference” – brought together 30 advisors under age 40. Attendees split into practice management expert-coached teams and developed business plans to grow their practices by five times in three years.
Securities America is dedicated to increasing the number who join, remain and succeed in the financial services industry and its NxG Conference re-envisions practice management for younger advisors by offering an educational, success-driven event designed specifically for an earlier stage in their careers.
The NxG Conference provides a much-needed educational stepping stone for young advisors’ career paths in the financial services industry. Read more on page 89…
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3 Guidelines for Adding Longevity Planning Services
August 07, 2019 | Media Mentions
Advisors today are being challenged like never before to differentiate themselves from competitors by offering unique value propositions. With technology evolving, client expectations expanding and product offerings looking more alike across firms, it’s increasingly critical for advisors to capitalize on every opportunity to strengthen and deepen relationships with existing clients while adding capabilities that will appeal to new ones. One such opportunity may be right under advisors’ noses due to significant demographic shifts that are adding years or even decades to clients’ post-career lives — and fundamentally changing the nature of retirement.
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IBD Elite 2019: Which Firms Have The Most Reps Who Are Women?
August 06, 2019 | Media Mentions
With 728 female reps, Securities America ranks second in terms of percentage of producing reps who are women.
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Securities America Welcomes Nikki Lude
August 01, 2019 | Announcements
Securities America and Arbor Point Advisors is pleased to welcome Nikki Lude. The Woodsfield, Ohio financial advisor brings total client assets of $44 million and is joining Commonwealth Financial Services in Wheeling, West Virginia.
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Securities America Welcomes Andrew Palomo
July 31, 2019 | Announcements
Securities America is pleased to welcome Andrew Palomo. The Oak Park, Illinois financial advisor brings total client assets of $65 million through Pillar Financial, LLC.
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Securities America Welcomes Brett Sabio
July 29, 2019 | Announcements
Securities America is pleased to welcome Brett Sabio. The Point Pleasant, New Jersey financial advisor brings total client assets of $31 million.
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Securities America Welcomes Tron Welch
July 25, 2019 | Announcements
Securities America is pleased to welcome Tron Welch, CFP®, principal and founder of Welch Financial Planning, LLC. The Boulder, Colorado financial advisor brings total client assets of $60 million.
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Securities America Recruits Pennsylvania-Based Advisory Group with $182 Million in Total Client Assets
July 18, 2019 | Press Releases
Nittany Brokerage Financial to benefit from Ladenburg's largest subsidiary’s stability, strong technology platform and support for both succession planning and practice acquisitions.
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